Personal Services

We offer a variety of products that can help you meet a number of insurance and financial goals.

Investments.#

We offer investment products and services to help you develop a sound, long-term strategy and meet your investment goals. You can choose from over 2,500 mutual funds to help you best meet your needs. We also offer self-directed, tax-deferred Individual Retirement Accounts (IRAs) and can provide funding for retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans. And of course, our financial professionals are always here to help you navigate your options to best meet your needs.

Life Insurance.

Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred accumulation. For all of these reasons, life insurance can be important for someone starting out — or for someone who's starting over.

Annuities.

An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed^ stream of income payments.

Deferred annuities.

Offer the advantage of tax-deferral and can be used to accumulate money for retirement.

Income annuities.

Income annuities are used to generate a stream of income payments that is guaranteed^ to last for as long as you need it to -- even for the rest of your life.

Need a little help in deciding which products would be right for you and your family? Please contact us for additional information or to schedule a meeting. We can help you analyze your needs and recommend appropriate products.

^ Guarantees are backed by the claims paying ability of the issuer.

#Securities products and services are offered by properly licensed registered representatives of NYLIFE Securities LLC (Member FINRA/SIPC), a licenses insurance Agency and a New York Life Company.

Disclosure

Paul Moriarty is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, MA, ME, NH, NV, and SC. No insurance business may be conducted outside the states referenced.

Paul Moriarty is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 Tradecenter Ste 5900, Woburn, MA, 01801, 781-589-3144. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, ME, NH, and NV. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Moriarty is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, MA, ME, NH, and NV. As such, these services are strictly intended for individuals residing in the states referenced.

MORIARTY FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MORIARTY FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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